Reported Earnings • Aug 13
Full year 2026 earnings released: EPS: US$5.71 (vs US$4.47 in FY 2025) Full year 2026 results: EPS: US$5.71 (up from US$4.47 in FY 2025). Revenue: US$3.95b (up 4.9% from FY 2025). Net income: US$736.3m (up 21% from FY 2025). Profit margin: 19% (up from 16% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year. お知らせ • Aug 13
H&R Block, Inc. Provides Earnings Guidance for the Fiscal Year 2027 H&R Block, Inc. provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue to be in the range of $4.11 billion to $4.16 billion. New Risk • Jul 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. Minor Risks Negative equity (-US$24m). Share price has been volatile over the past 3 months (8.0% average weekly change). Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €40.81, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total returns to shareholders of 45% over the past three years. お知らせ • Jul 29
H&R Block, Inc. to Report Q4, 2026 Results on Aug 11, 2026 H&R Block, Inc. announced that they will report Q4, 2026 results on Aug 11, 2026 Declared Dividend • May 20
Third quarter dividend of US$0.42 announced Shareholders will receive a dividend of US$0.42. Ex-date: 3rd June 2026 Payment date: 7th July 2026 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 4.3% over the next year. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range. お知らせ • May 06
H&R Block, Inc. announces Quarterly dividend, payable on July 07, 2026 H&R Block, Inc. announced Quarterly dividend of USD 0.4200 per share payable on July 07, 2026, ex-date on June 03, 2026 and record date on June 03, 2026. お知らせ • Apr 23
H&R Block, Inc. to Report Q3, 2026 Results on May 06, 2026 H&R Block, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026 お知らせ • Feb 10
H&R Block Enhances Tax Services with AI and Digital Tools for 2026 H&R Block has announced several enhancements to its tax preparation services for the 2026 tax season. These enhancements include the introduction of AI Tax Assist, which provides clients with instant answers 24/7, and advanced AI tools for tax professionals to quickly address client questions. Additionally, the Smart Product Selector helps filers choose the appropriate DIY online support tier, while enhanced technology aids DIY filers in finding forms and maximizing deductions. These innovations are designed to blend AI-powered efficiency with the expertise of H&R Block's tax professionals, providing a sophisticated yet accessible filing experience for all taxpayers. お知らせ • Feb 06
H&R Block, Inc. Announces Quarterly Cash Dividend, Payable on April 6, 2026 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 cents per share, payable April 6, 2026, to shareholders of record as of March 4, 2026. H&R Block has paid quarterly dividends consecutively for over sixty years since the Company became public in 1962. お知らせ • Feb 04
H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026 H&R Block, Inc. reaffirmed earnings guidance for the Fiscal Year 2026. For the period, the company continues to expect: Revenue to be in the range of $3.875 to $3.895 billion. お知らせ • Jan 23
H&R Block, Inc. Announces Board and Committee Appointments, Effective January 20, 2026 H&R Block, Inc. appointed three new members to its Board of Directors: Geralyn R. Breig, former President of Revlon North America; Christian H. Charnaux, Chief Development Officer of Hilton Worldwide Holdings, Inc.; and Stephanie C. Plaines, former CFO of JCPenney, effective January 20, 2026. Geralyn Breig brings extensive consumer brand leadership that supports H&R Block's ongoing evolution of the client experience. She most recently served as President of Revlon North America, where she drove strategic growth initiatives, strengthened organizational capabilities, and expanded innovation pipelines. Her 40-year career includes serving as Chief Executive Officer of AnytownUSA, President of Clarks Americas, and President of Avon North America. Christian Charnaux has a history of success in scaling complex organizations and driving strategic growth, key strengths for H&R Block’s expansion of client delivery platforms. He currently serves as Chief Development Officer for Hilton, leading global development, architecture, design and construction. Prior to rejoining Hilton, Charnaux served as Chief Growth Officer for Inspire Brands, where he led more than $18 billion in acquisitions and integration efforts across a multi-brand restaurant company with over 33,000 locations worldwide. Stephanie Plaines is a former CFO, experienced board member, and accomplished executive whose expertise in finance, operations, and corporate strategy supports H&R Block's next chapter of growth. She currently serves as a Director for The Clorox Company and sits on its Audit Committee. Plaines brings broad experience across consumer staples, retail, e-commerce, real estate, and investment banking, with deep proficiency in omnichannel and digital business models. Her distinguished 30-year career includes serving as CFO of JCPenney, CFO of Jones Lang LaSalle, and U.S. CFO for Starbucks Corporation. The Board has appointed Mr. Charnaux and Ms. Plaines to the Audit Committee of the Board and Ms. Breig to the Compensation Committee and Governance and Nominating Committee of the Board. お知らせ • Jan 21
H&R Block, Inc. to Report Q2, 2026 Results on Feb 03, 2026 H&R Block, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Feb 03, 2026 お知らせ • Jan 09
H&R Block Tax Pro Review Free for New Clients with Purchase of Diy Products H&R Block announced it will include Tax Pro Review services at no additional cost in its paid DIY online tax products for new clients through February 15. This offer supports digital-first filers while leveraging the company's 70-year legacy of professional tax expertise. The One Big Beautiful Bill Act and other 2025 tax code changes introduce a greater level of complexity. H&R Block is well-positioned to provide expert guidance at each stage of the filing process, regardless of how clients choose to file, delivering a true omni-channel experience, from a fully DIY journey to a completely assisted filing with a tax professional in one of 10,000 retail offices. Tax Pro Review enables DIY filers to complete their returns independently online, then submit to an H&R Block tax professional for comprehensive review of the return and source documents--identifying any errors, optimization opportunities, and potential audit triggers before filing. Upon completion of the review, the tax professional signs and submits the return, just as they would with a traditionally prepared filing. The hybrid model addresses a critical market gap: consumers want digital efficiency but seek professional confidence. H&R Block's digital ecosystem now offers: AI Tax Assist: GenAI experience designed to answer tax questions, enabled by OpenAI models; Unlimited Expert Help: Access to human expertise at no added cost with the paid DIY option; Tax Pro Review: Human expert validation before filing (in included at no additional cost through February 15, with a paid DIY product); Tax Calculators: Real-time refund estimation tools. Tax Pro Review is an option that allows DIY filers to access H&R Block's knowledgeable tax experts to double-check completed tax returns to ensure that everything was completed correctly and make sure clients receive every credit and deduction they deserve. This option will be accessible free of charge through February 15, 2026, for new clients who opt to use H&R Block's online paid DIY products. お知らせ • Nov 08
H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026 H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2026. For fiscal year, the company expects revenue to be in the range of $3.875 billion to $3.895 billion. お知らせ • Nov 05
H&R Block, Inc. Declares Quarterly Cash Dividend, Payable January 6, 2026 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 per share, payable January 6, 2026, to shareholders of record as of December 4, 2025. お知らせ • Oct 24
H&R Block, Inc. to Report Q1, 2026 Results on Nov 06, 2025 H&R Block, Inc. announced that they will report Q1, 2026 results After-Market on Nov 06, 2025 お知らせ • Sep 25
H&R Block, Inc., Annual General Meeting, Nov 05, 2025 H&R Block, Inc., Annual General Meeting, Nov 05, 2025. お知らせ • Aug 07
H&R Block, Inc. Announces Executive Appointments H&R Block, Inc. announced Jason Lenhart as Senior Vice President and Chief Technology Officer, and Monika Mehrotra as Senior Vice President, Operations & Technology. The leaders will help accelerate the company’s transformation, elevating its financial services and building on its 70-year legacy of empowering financial freedom for clients through trust and technology. Lenhart leads the company’s engineering teams in building scalable, product-driven solutions aligned with H&R Block’s consumer and small business ideal states. Previously, he served as Vice President of Technology Engineering at JetBlue, where he led software development. He brings a passion for developing rich customer experiences and has led teams in the launch of well-known digital products, including HBO Max. Lenhart holds a Bachelor of Science degree in Mechanical Engineering from the University of Tennessee, Knoxville, and a Master of Science degree in Computer Science from Drexel University. Mehrotra oversees financial products operations, fraud prevention, infrastructure, global systems, and India operations. Before joining H&R Block, she was Vice President of Global Operations at TransUnion. She brings a unique blend of engineering, global delivery, and operational excellence experience. Mehrotra holds a Bachelor of Technology degree in Computer Science from the Institute of Engineering and Technology in India and a Master of Business Administration in Finance from the University of Chicago Booth School of Business. お知らせ • Jul 30
H&R Block, Inc. to Report Q4, 2025 Results on Aug 12, 2025 H&R Block, Inc. announced that they will report Q4, 2025 results After-Market on Aug 12, 2025 お知らせ • May 07
H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on July 3, 2025 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable July 3, 2025, to shareholders of record as of June 4, 2025. お知らせ • Apr 24
H&R Block, Inc. to Report Q3, 2025 Results on May 07, 2025 H&R Block, Inc. announced that they will report Q3, 2025 results After-Market on May 07, 2025 お知らせ • Apr 03
H&R Block, Inc. Announces Changes to Board Chairman, Effective April 1, 2025 H&R Block announced that the company’s Board of Directors has unanimously elected Richard A. Johnson as the new Chairman of the Board, effective April 1, 2025. Johnson joined the H&R Block Board of Directors in 2015 and is a member of the Audit and Compensation Committees. He succeeds Robert A. Gerard, who has served as Chairman since 2011. Johnson spent much of his business career at Foot Locker, completing his service as President, Chief Executive Officer, and Chairman of the Board. Johnson also serves on the Board of Directors of Build-A-Bear Workshop, Inc. and Graebel Companies, Inc., and on the Chancellor’s National Leadership Council at the University of Wisconsin, Eau Claire. お知らせ • Mar 25
H&R Block, Inc. Names Phillip Miller as Chief Information Security Officer, effective March 31, 2025 H&R Block, Inc. announced that Phillip Miller will join the company as the new Vice President and Chief Information Security Officer (CISO) as of March 31. Miller brings over 15 years of executive security experience across retail, manufacturing, and technology sectors. Miller has built and maintained strategic programs for companies to meet security, legal, privacy and regulatory frameworks. Most recently, Phillip founded Qurple, LLC, where he served as an advisor and consultant for numerous companies. Prior to that, he held Vice President/Chief Information Security Officer roles at NetApp and Brooks Brother. Miller has also served as a Principal Security Advisor at Amazon Web Services where he advised financial services, health services, financial technology, and investment management companies on secure cloud computing and compliance strategies. Miller is the author of "Hacking Success," a book on information security policy and artificial intelligence. He holds a UK law degree, is a Certified Information Systems Security Professional (CISSP), and actively participates in privacy, ethics, and technology law forums. お知らせ • Feb 28
H&R Block Launches Highly Immersive, Tax-Themed Experience Within Popular Roblox Games Mega Mansion Tycoon and Club Roblox H&R Block has launched a highly immersive, tax-themed experience within popular Roblox games Mega Mansion Tycoon and Club Roblox – the first-ever tax company to do so – for users ages 18 and older. The timing couldn’t be better as young adult Gen Z gamers may be unaware of their current tax obligations, and that their 2025 activity could trigger a 1099 form next year. H&R Block offers an immersive gaming experience that is authentically additive in the following ways: Through video ads on the platform, Roblox will feature a custom H&R Block-branded universe, launching on Feb. 28 and accessible to gamers ages 18 and up around the world through March 28, 2025; Users interact with 30-second H&R Block content in exchange for exclusive and limited-edition items for their avatars, making the gameplay experience easier and more enjoyable; A Club Roblox integration will take the H&R Block interactivity a step further. In doing so, users can engage with Max, H&R Block’s “TaxCot,” in a branded in-game tax office within the Club Roblox and Mega Mansion Tycoon games; and With Max’s help, players can complete tasks allowing them to level up – illustrating how it’s better with Block, and that H&R Block makes the tax process easy and convenient, no matter the complexity of the gamer's situation. WHY GAMING: For H&R Block, the most trusted company in tax prep, the addressable audience for potential gaming taxpayers is huge: more than half of 85M+ Roblox’s daily active users are Gen Z, engaging across community-created and brand-created content and immersive experiences. According to the U.S. Department of Labor, in late 2023, the share of Gen Zers in the workforce surpassed Baby Boomers for the first time. お知らせ • Feb 07
H&R Block, Inc Declares Quarterly Cash Dividend, Payable on April 3, 2025 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable April 3, 2025, to shareholders of record as of March 4, 2025. お知らせ • Jan 22
H&R Block, Inc. to Report Q2, 2025 Results on Feb 04, 2025 H&R Block, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2025 New Risk • Nov 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$368m). Share price has been volatile over the past 3 months (6.9% average weekly change). Significant insider selling over the past 3 months (€6.2m sold). Declared Dividend • Nov 11
First quarter dividend of US$0.38 announced Shareholders will receive a dividend of US$0.38. Ex-date: 5th December 2024 Payment date: 6th January 2025 Dividend yield will be 2.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 7.0% over the next year, which should provide support to the dividend and adequate earnings cover. New Risk • Nov 09
New minor risk - Negative shareholders equity The company has negative equity. Total equity: -US$368m This is considered a minor risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. It should be noted that some of the negative equity could be due to large buybacks of stock, which is not as much of a risk as a company with overwhelming debt, but likewise is not sustainable in the long-term. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$368m). Significant insider selling over the past 3 months (€6.2m sold). お知らせ • Nov 08
H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025 H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the period, the company expected revenue to be in the range of $3.69 billion to $3.75 billion. お知らせ • Nov 07
H&R Block Declares Quarterly Cash Dividend, Payable on January 6, 2025 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable January 6, 2025, to shareholders of record as of December 5, 2024. お知らせ • Oct 25
H&R Block, Inc. to Report Q1, 2025 Results on Nov 07, 2024 H&R Block, Inc. announced that they will report Q1, 2025 results After-Market on Nov 07, 2024 Recent Insider Transactions • Sep 24
VP & Chief Accounting Officer recently sold €463k worth of stock On the 16th of September, Kellie Logerwell sold around 8k shares on-market at roughly €57.90 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.7m. Insiders have been net sellers, collectively disposing of €8.3m more than they bought in the last 12 months. Recent Insider Transactions • Sep 19
VP & Chief Accounting Officer recently sold €463k worth of stock On the 16th of September, Kellie Logerwell sold around 8k shares on-market at roughly €57.90 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.7m. Insiders have been net sellers, collectively disposing of €8.3m more than they bought in the last 12 months. Recent Insider Transactions • Aug 22
Executive Officer recently sold €4.7m worth of stock On the 19th of August, Tony Bowen sold around 79k shares on-market at roughly €58.92 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months. Declared Dividend • Aug 19
Fourth quarter dividend of US$0.38 announced Shareholders will receive a dividend of US$0.38. Ex-date: 5th September 2024 Payment date: 3rd October 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 16
Full year 2024 earnings released: EPS: US$4.16 (vs US$3.63 in FY 2023) Full year 2024 results: EPS: US$4.16 (up from US$3.63 in FY 2023). Revenue: US$3.61b (up 4.0% from FY 2023). Net income: US$598.0m (up 6.9% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. お知らせ • Aug 08
H&R Block Appoints Scott Manuel as Chief Strategy & Operations Officer H&R Block, Inc. announced that Scott Manuel will join the company in the newly created role of Chief Strategy and Operations Officer, effective August 7, 2024. Manuel will report to President and Chief Executive Officer Jeff Jones and will be charged with driving the strategic agenda for Block, while at the same time helping to build deeper capabilities in AI, productivity, client support and real estate. Prior to joining Block, Manuel was President and General Manager at Tribute Technology where he led the consolidation and transformation of acquired software companies serving the funeral home services industry. Previously, he was Chief Product Officer and General Manager at McClatchy, where he drove business model expansion and digital product transformation of the local-news media company. He also held various leadership roles at Thomson Reuters, a public, information and analytics company that serves tax, accounting, finance and legal professionals, where he expanded the company’s product capabilities in emerging technologies and co-invented five patents in digital identity. Manuel holds a Master of Business Administration from Duke University's Fuqua School of Business and a Bachelor of Science in Computer Engineering from North Carolina State University. He is also an Eagle Scout and a mentor for engineering and management students. He serves on the board of Syrinx Labs, a decision support company that creates competitive advantage for clients through the application of advanced technology. お知らせ • Aug 02
H&R Block, Inc. to Report Q4, 2024 Results on Aug 15, 2024 H&R Block, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 15, 2024 Buy Or Sell Opportunity • Jul 08
Now 21% undervalued Over the last 90 days, the stock has risen 15% to €50.00. The fair value is estimated to be €63.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 1.8% in a year. Earnings are forecast to decline by 6.1% in the next year. Upcoming Dividend • May 29
Upcoming dividend of US$0.32 per share Eligible shareholders must have bought the stock before 05 June 2024. Payment date: 03 July 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (2.7%). お知らせ • May 15
Spruce Launches High Yield 3.50% APY for Savings Accounts Spruce, the mobile banking app built by H&R Block announced the addition of high-yield interest on savings accounts to potentially help customers stretch their dollars even further and achieve their savings goals fast. With a 3.50% APY, Spruce customers who opt in can now earn interest at seven times the national average. Spruce’s High-Yield Interest on Savings Joins Features Designed to Enhance Financial Health: Compounding Interest. With Spruce, after opting-in to earn interest, customers can benefit from daily compounding interest and earn 3.50% APY on every penny saved. With the ability to establish two separate saving goals in addition to their Extra Saving account, it is easy to set and track specific saving goals. In addition, Spruce customers can earn interest on deposits from Cash Back Rewards at participating retailers. Saving Goals That Work. From paying for school to buying a car, set personalized goals to save for what’s important. Spruce makes reaching those goals easier than ever with nudges. Spruce customers can add and withdraw from savings as often as they want — without penalty. Customers also can enjoy automatic savings through Round Up, an optional feature that automatically rounds up transactions to the next dollar amount and deposits the spare change into their Extra Saving account. Personalized Budget Trackers. With tools like the Watchlist, which tracks month-to-date spending and lets customers set spending limits by customizable categories, Spruce can help make improving financial health easier. Cash Back Rewards. Even while spending money, Spruce customers can still make money with automatic cash back rewards added to their Extra Saving account when they shop across the 10,000 participating retailers. Fee Transparency. With Spruce there are no sign-up or monthly fees, and no minimum balance required. Additionally, there is no ATM service fee if you withdraw money at one of the more than 55,000 Allpoint ATMs available nationwide and easy to find through the Spruce app. Courtesy overdraft coverage is provided, which allows qualifying customers who opt in to overdraft their account by up to $20 without a penalty fee. The Spruce mobile banking app can be downloaded in app stores. New and current customers can opt into interest directly in the app or by visiting sprucemoney.com after opening or signing into their account. Buy Or Sell Opportunity • May 15
Now 21% undervalued Over the last 90 days, the stock has risen 11% to €48.20. The fair value is estimated to be €61.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 1.8% in a year. Earnings are forecast to decline by 6.1% in the next year. Declared Dividend • May 13
Third quarter dividend of US$0.32 announced Shareholders will receive a dividend of US$0.32. Ex-date: 5th June 2024 Payment date: 3rd July 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 3.2% over the next year, which should provide support to the dividend and adequate earnings cover. お知らせ • May 11
H&R Block, Inc. Revises Revenue Guidance for the Full Year 2024 H&R Block, Inc. revised revenue guidance for the full year 2024. The Company now expects to be near the high end of its previously provided outlook, which was: Revenue to be in the range of $3.530 billion to $3.585 billion. Reported Earnings • May 10
Third quarter 2024 earnings released: EPS: US$4.94 (vs US$4.22 in 3Q 2023) Third quarter 2024 results: EPS: US$4.94 (up from US$4.22 in 3Q 2023). Revenue: US$2.18b (up 4.4% from 3Q 2023). Net income: US$691.6m (up 7.5% from 3Q 2023). Profit margin: 32% (up from 31% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. お知らせ • May 08
H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on July 3, 2024 H&R Block, Inc. announced that its board of directors declared a quarterly cash dividend of $0.32 cents per share, payable July 3, 2024, to shareholders of record as of June 5, 2024. Board Change • May 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Apr 28
H&R Block, Inc. to Report Q3, 2024 Results on May 09, 2024 H&R Block, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on May 09, 2024 Upcoming Dividend • Feb 26
Upcoming dividend of US$0.32 per share Eligible shareholders must have bought the stock before 04 March 2024. Payment date: 03 April 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (2.7%). Reported Earnings • Feb 07
Second quarter 2024 earnings released: US$1.33 loss per share (vs US$1.42 loss in 2Q 2023) Second quarter 2024 results: US$1.33 loss per share (improved from US$1.42 loss in 2Q 2023). Revenue: US$179.1m (up 7.6% from 2Q 2023). Net loss: US$189.1m (loss narrowed 14% from 2Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Feb 05
First quarter dividend of US$0.32 announced Shareholders will receive a dividend of US$0.32. Ex-date: 4th March 2024 Payment date: 3rd April 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.4% over the next year, which should provide support to the dividend and adequate earnings cover. お知らせ • Feb 01
H&R Block Announces Quarterly Cash Dividend, Payable on April 3, 2024 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.32 cents per share, payable April 3, 2024, to shareholders of record as of March 5, 2024. お知らせ • Jan 29
H&R Block’S New Direct Import Feature Makes Switching from Turbotax to H&R Block DIY Online Fast and Easy H&R Block introduced Direct Import, a fast, secure, and convenient way to simplify tax preparation for people who want to switch from TurboTax to H&R Block DIY. Today, nearly 65 million people choose to file their own taxes. This innovative integration accelerates the tax preparation process and minimizes the time spent searching for and manually inputting the information from last year needed to file their taxes. Direct Import pulls in an individual’s prior year tax return data from TurboTax directly into H&R Block DIY online products. A tax filer simply inputs the phone number associated with their TurboTax account to make the switch. H&R Block’s innovative integration then leverages authenticated data retrieval to import up to 150 data fields, saving tax filers significant time and effort. Direct Import offers a secure and convenient way to transfer personal tax information. Direct Import is available today. It is offered across all of H&R Block’s DIY online tax filing options at no extra cost when people prepare their taxes with H&R Block Free, Deluxe, Premium, or Self-Employed Online Editions. お知らせ • Jan 27
H&R Block, Inc. Names Curtis Campbell as President, Global Consumer Tax & Chief Product Officer H&R Block announced Curtis Campbell will join the company as its new President, Global Consumer Tax and its Chief Product Officer following the current tax season. As a member of the senior leadership team, Campbell will be instrumental in driving H&R Block's ambitions for its customers, communities, and team while delivering growth and profitability for the consumer tax business in the U.S., Canada, and Australia. Campbell is a strategic leader with a proven track record of driving transformation, delivering innovation and achieving significant revenue growth across various industries, including tax, fintech, software, hardware, and cloud. Campbell has a history of success in executive roles, including Managing Vice President at Capital One, Vice President at Intuit, and General Manager at Amazon Web Services. Most recently, he served as President and CEO of TaxAct, where, during his five-year tenure, he led the company through a dramatic transformation and double-digit revenue growth. In his role as President of Global Consumer Tax, Campbell will lead an enterprise-wide agenda to deliver customer-centric strategies and exceptional client and tax professional outcomes with a focus on achieving strong financial performance for the global consumer business. Having led product organizations at Dell, Amazon Web Services and Intuit, Campbell will also leverage his deep product management experience and expertise as H&R Block’s Chief Product Officer to drive company-wide product management excellence. お知らせ • Jan 24
H&R Block, Inc. to Report Q2, 2024 Results on Feb 06, 2024 H&R Block, Inc. announced that they will report Q2, 2024 results After-Market on Feb 06, 2024 お知らせ • Dec 15
H&R Block, Inc. Introduces H&R Block AI Tax Assist H&R Block, Inc. introduced H&R Block AI Tax Assist, a generative artificial intelligence experience designed to streamline the tax preparation process for individuals, the self-employed and small business owners to file and manage their taxes confidently. The technology combines the expertise H&R Block and its tax professionals have provided since 1955 with the power and efficiency of artificial intelligence to provide real-time, reliable tax filing assistance backed by H&R Block's 100% accuracy and maximum refund guarantees. With a strong emphasis on compliance with tax laws, H&R Block AI Tax assist leverages data from H&R Block's world-class The Tax Institute and the experience of more than 60,000 tax professionals to answer questions regarding current U.S. and state tax laws. It is simple to use and natively in the experience, enabling individuals to ask as many questions as needed conversationally and the ability to revisit previous conversation threads. If live help is preferred, H&R Block's tax professionals are there to assist at no additional charge. H&R Block AI TaxAssist helps DIY customers efficiently work through the tax preparation process by assisting with: Tax Information: AI Tax Assist can provide information on tax forms, deductions, and credits, maximizing potential refunds and minimizing tax liability. Tax Preparation: AI Tax Assist can guide individuals through questions as they prepare and file their taxes, answer tax theory questions and offer navigation instructions when needed. Tax Knowledge: AI Tax Assist can answer free-form tax-related questions, providing dynamic responses that clarify tax terms and give guidance on specific tax rules or general information about the U.S. and statetax system. Tax Changes: AI Tax Assist can answer questions about the tax code, recently changed laws and tax policies.H&R Block AI Tax Assist harnesses the power of Microsoft's Azure OpenAI Service, and H&R Block is the only company in the tax industry to be selected by Microsoft to participate in its AI 100, an exclusive group of companies that are prioritizing the development and deployment of solutions using Azure OpenAI Service. In addition to AI Tax Assist providing guidance on specific tax rules, it can answer questions about which H&R Block DIY product is best for each filing situation to aid individuals with filing returns that yield the maximum refund, guaranteed. The company offers several options for DIYers to file online, plus H&R Block AI Tax Assist and Live Tax Pro support are included at no extra charge when file with H&R Block Deluxe, Premium or Self-Employed Online Editions. Free Online Edition: Designed for individuals with simple tax situations, such as those who file a 1040 form without complex deductions or investments. It is great for those claiming unemployment income, earned income credits or education credits. Deluxe Online Edition: Perfect for people with itemized deductions and those with slightly more complex tax situations, such as homeowners and those with child and dependent care expenses. Premium Online Edition: Expertly built to handle more complex tax situations, H&R Block's premium online edition is a right fit for people with cryptocurrency, sold stocks or rental property income. It provides guidance and support for additional tax forms and schedules, such as D-S. and D-Employed Online Editions; and Free Online Edition: Designed for people with simple tax situations, including D-S., Premium or Self- Employed Online Editions; Free Online Edition: designed for individuals with simple tax situations; and Free Online Edition:designed for individuals with simple tax situations. It is great for those claims unemployment income, earned income credits and education credits; and Deluxe Online Edition: Perfect for People with itemized deductions and those With slightly more complex tax situations, including homeowners and those with child anddependent care expenses; Premium Online Edition: Expertly build to handle more complex tax situations; H&R Block's premium Online Edition is a right fits for people with cryptocurrency, sold stock or rental property income. It provide guidance and support for additional tax form and schedules, such as D. Recent Insider Transactions • Nov 29
Chief Financial Officer recently sold €2.0m worth of stock On the 27th of November, Tony Bowen sold around 47k shares on-market at roughly €43.09 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Tony's only on-market trade for the last 12 months. Upcoming Dividend • Nov 27
Upcoming dividend of US$0.32 per share at 2.7% yield Eligible shareholders must have bought the stock before 04 December 2023. Payment date: 04 January 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.6%). Reported Earnings • Nov 08
First quarter 2024 earnings released: US$1.12 loss per share (vs US$1.05 loss in 1Q 2023) First quarter 2024 results: US$1.12 loss per share. Revenue: US$183.8m (up 2.1% from 1Q 2023). Net loss: US$162.9m (loss narrowed 2.8% from 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Services industry in Europe. お知らせ • Nov 03
H&R Block, Inc. Announces Quarterly Cash Dividend, Payable January 4, 2024 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.32 cents per share, payable January 4, 2024, to shareholders of record as of December 5, 2023. お知らせ • Oct 25
H&R Block, Inc. to Report Q1, 2024 Results on Nov 07, 2023 H&R Block, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 07, 2023 お知らせ • Sep 22
H&R Block, Inc., Annual General Meeting, Nov 03, 2023 H&R Block, Inc., Annual General Meeting, Nov 03, 2023, at 08:00 Central Standard Time. Agenda: To consider election of the nine nominees for director; to consider ?ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2024; to consider Advisory approval of the Company’s named executive officer compensation; to consider Advisory approval of the frequency of holding future advisory votes on the Company's named executive officer compensation; and to consider other matters. Upcoming Dividend • Aug 30
Upcoming dividend of US$0.32 per share at 3.2% yield Eligible shareholders must have bought the stock before 06 September 2023. Payment date: 04 October 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%). Reported Earnings • Aug 16
Full year 2023 earnings released: EPS: US$3.57 (vs US$3.31 in FY 2022) Full year 2023 results: EPS: US$3.57 (up from US$3.31 in FY 2022). Revenue: US$3.47b (flat on FY 2022). Net income: US$561.8m (flat on FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. お知らせ • Aug 03
H&R Block, Inc. to Report Q4, 2023 Results on Aug 15, 2023 H&R Block, Inc. announced that they will report Q4, 2023 results After-Market on Aug 15, 2023 Upcoming Dividend • May 30
Upcoming dividend of US$0.29 per share at 3.9% yield Eligible shareholders must have bought the stock before 06 June 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%). Recent Insider Transactions • May 24
Independent Director recently bought €273k worth of stock On the 19th of May, Richard Johnson bought around 10k shares on-market at roughly €27.32 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €5.6m more in shares than they bought in the last 12 months. お知らせ • May 11
H&R Block, Inc. Updates Earnings Guidance for the Fiscal Year 2023 H&R Block, Inc. updated earnings guidance for the fiscal year 2023. For the period, Company expects Revenue to be in the range of $3.440 to $3.465 billion, from $3.535 to $3.585 billion. Reported Earnings • May 10
Third quarter 2023 earnings released: EPS: US$4.23 (vs US$4.13 in 3Q 2022) Third quarter 2023 results: EPS: US$4.23. Revenue: US$2.09b (up 1.5% from 3Q 2022). Net income: US$646.1m (down 3.8% from 3Q 2022). Profit margin: 31% (down from 33% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Services industry in Europe. お知らせ • May 10
H&R Block, Inc. Announces Executive Changes Bob Moretti, who spent his entire 42-year career at H&R Block Inc., is retiring as senior vice president of operations on June 30. Moretti joined H&R Block as a tax professional in 1981 while in college. After graduating, he became district manager for Boston. He continued to climb the ranks: vice president of the East Market, vice president of franchise operations and his current role as senior vice president of operations. Mark Darling will succeed Moretti. Darling, vice president of the West Market and Block Advisors, will become senior vice president of U.S. retail operations effective May 15, reporting directly to Orosco. Darling joined H&R Block in 2013 as district general manager in Florida. He was promoted to regional director for the greater New York area, leading the team to become the top performing region for two straight years. He then became vice president of workforce planning and experience, focused on improving hiring and labor processes, before taking on his current role. Upcoming Dividend • Feb 27
Upcoming dividend of US$0.29 per share at 3.1% yield Eligible shareholders must have bought the stock before 06 March 2023. Payment date: 05 April 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.5%). Reported Earnings • Feb 08
Second quarter 2023 earnings released: US$1.43 loss per share (vs US$1.08 loss in 2Q 2022) Second quarter 2023 results: US$1.43 loss per share (further deteriorated from US$1.08 loss in 2Q 2022). Revenue: US$166.4m (up 4.8% from 2Q 2022). Net loss: US$220.9m (loss widened 18% from 2Q 2022). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. お知らせ • Feb 08
H&R Block, Inc. Reaffirms Revenue Guidance for Fiscal Year 2023 H&R Block, Inc. reaffirmed revenue guidance for fiscal year 2023. For the period, the company expects revenue to be in the range of $3.535 to $3.585 billion. お知らせ • Jan 27
H&R Block Introduces First Artificial Intelligence Technology H&R Block announced the launch of new artificial intelligence-powered technology that automatically searches customers’ last year TurboTax return for additional refunds when they switch and file a return this year using H&R Block’s Online DIY product. In initial modeling, this industry-first approach identified millions in additional refunds in last year’s returns filed with TurboTax. Through machine learning models trained with millions of tax returns, AI algorithms, and technology such as optical character recognition, last year’s TurboTax return uploaded by a customer is automatically scanned for additional refunds when they complete a tax return this year using H&R Block’s Online DIY product. The return is then flagged, and the customer is notified. Customers only pay if they choose to file an amended return to claim the past refund amount that was missed. The new capability builds upon the company’s Second Look product. For nearly 20 years, customers have been able to use the Second Look service, allowing an H&R Block tax pro to conduct a manual review of past returns. While Second Look continues to be available to all H&R Block customers, the new AI-powered technology brings an automated review to Online DIY customers that is free of charge. H&R Block’s new AI-powered technology is available immediately to all customers who used TurboTax last year and switch to Block’s Online DIY product in 2023. お知らせ • Jan 25
H&R Block, Inc. to Report Q2, 2023 Results on Feb 07, 2023 H&R Block, Inc. announced that they will report Q2, 2023 results After-Market on Feb 07, 2023 Upcoming Dividend • Nov 28
Upcoming dividend of US$0.29 per share Eligible shareholders must have bought the stock before 05 December 2022. Payment date: 03 January 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.8%). 
